Who We Serve

Retirees

I need help planning for retirement.

Want to sell your house and live in an RV? Want to move across the country to lounge beside warmer waters? Wondering how to retire early? Or maybe you just want to settle down comfortably and spend time with your grandchildren during your post-work years?

With experience in empty nester financial planning, Heffernan Financial, Inc. can help you assess your options for life after your career and help you think through how to reach your goals for this new phase of your life.

You’ve worked hard to build a life you love. Now you need a plan to sustain your lifestyle into retirement (or maybe even change your lifestyle in the freedom of retirement). We can help.

Families

I need help creating a financial plan for my family

You have a lot of financial goals. Saving for your child’s college education, paying down your mortgage, investing your money for the future, and managing your wealth to make it grow – you may feel overwhelmed by the demands of your financial goals and rightly so. Big dreams require big plans.

At Heffernan Financial, Inc. we have the experience and expertise to help you meet these complex goals. Let us climb the mountain for you so you can spend your days enjoying time with your loved ones.

Professionals

I need help investing and managing my retirement savings accounts.

We get it: you want to invest, save for the future, and manage your 401k and IRA wisely, all without taking time away from the wonderful career you’ve worked so hard to build.

At Heffernan Financial, Inc. we specialize in helping engineers, professors, industry executives, and others build wealth that propels them toward their goals and aligns with their values. We know you want to enjoy life now while also building wealth that will sustain you through your golden years. We’re here to help you find the balance between the now and your future.